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Pathward Financial
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Overview Fund Activity

168 hedge funds and large institutions have $1.03B invested in Pathward Financial in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 50 increasing their positions, 66 reducing their positions, and 19 closing their positions.

Holders
168
Holders Change
+5
Holders Change %
+3.07%
% of All Funds
3.32%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.24%
New
30
Increased
50
Reduced
66
Closed
19
Calls
$1.51M
Puts
$1.29M
Net Calls
+$219K
Net Calls Change
+$161K

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$15.6M
2
Victory Capital Management
2
Victory Capital Management
Texas
$6.31M
3
Goldman Sachs
3
Goldman Sachs
New York
$43.9M
4
BCM
4
Bridgeway Capital Management
Texas
$8.81M
5
Barclays
5
Barclays
United Kingdom
$5.57M

Top Sellers

1
BlackRock
1
BlackRock
New York
$181M
2
AFG
2
American Financial Group
Ohio
$0
3
CWM
3
Cranbrook Wealth Management
Michigan
$33.5M
4
DIM
4
Delta Investment Management
California
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$181M 4,953,763 -352,324 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$79.9M 2,189,721 +18,942 +0.9%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$69.6M 1,906,547 -6,284 -0.3%
NCM
4
Nantahala Capital Management
Connecticut
$65.7M 1,799,727 – –
PFP
5
Patriot Financial Partners
Pennsylvania
$49.5M 1,356,207 – –
Goldman Sachs
6
Goldman Sachs
New York
$43.9M 1,201,861 +123,567 +11%
ACM
7
Ashford Capital Management
Delaware
$37.2M 1,018,955 -17,785 -2%
State Street
8
State Street
Massachusetts
$36.4M 996,586 +7,450 +0.8%
CWM
9
Cranbrook Wealth Management
Michigan
$33.5M 917,405 -215,503 -19%
SCP
10
Steamboat Capital Partners
New York
$26.7M 729,933 -42,033 -5%
Nuveen Asset Management
11
Nuveen Asset Management
Illinois
$21.5M 588,116 -14,060 -2%
Northern Trust
12
Northern Trust
Illinois
$17.9M 490,559 -51,962 -10%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$17.8M 487,268 +10,459 +2%
SCC
14
Second Curve Capital
Pennsylvania
$17.1M 468,772 +11,963 +3%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$15.6M 426,343 +372,543 +692%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$15.5M 425,337 +11,116 +3%
DCM
17
Driehaus Capital Management
Illinois
$15M 410,296 +6,253 +2%
Stifel Financial
18
Stifel Financial
Missouri
$13.8M 376,972 +37,103 +11%
PFC
19
Phocas Financial Corp
California
$12.6M 344,500 -83,560 -20%
Loomis, Sayles & Company
20
Loomis, Sayles & Company
Massachusetts
$11.9M 326,574 -8,133 -2%
EMFAT
21
Emerald Mutual Fund Advisers Trust
Pennsylvania
$11.2M 307,953 -60,277 -16%
Principal Financial Group
22
Principal Financial Group
Iowa
$9.97M 273,183 -8,029 -3%
ECP
23
Elk Creek Partners
Colorado
$9.74M 266,760 +4,116 +2%
BCM
24
Bridgeway Capital Management
Texas
$8.81M 241,165 +101,500 +73%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$8.75M 239,586 -26,953 -10%
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